Summit Financial Group’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $4.28M | Sell |
24,984
-150
| -0.6% | -$25.7K | 1.52% | 16 |
|
|
2023
Q4 | $4.84M | Buy |
25,134
+560
| +2% | +$108K | 1.85% | 14 |
|
|
2023
Q3 | $4.21M | Sell |
24,574
-1,135
| -4% | -$194K | 1.77% | 14 |
|
|
2023
Q2 | $4.99M | Sell |
25,709
-431
| -2% | -$83.6K | 1.94% | 11 |
|
|
2023
Q1 | $4.31M | Sell |
26,140
-2,100
| -7% | -$346K | 1.63% | 15 |
|
|
2022
Q4 | $3.67M | Sell |
28,240
-1,497
| -5% | -$194K | 1.45% | 15 |
|
|
2022
Q3 | $4.11M | Buy |
29,737
+875
| +3% | +$121K | 1.71% | 14 |
|
|
2022
Q2 | $3.95M | Buy |
28,862
+625
| +2% | +$85.5K | 1.52% | 17 |
|
|
2022
Q1 | $4.93M | Sell |
28,237
-5,763
| -17% | -$1.01M | 1.67% | 14 |
|
|
2021
Q4 | $6.04M | Buy |
34,000
+5,574
| +20% | +$990K | 1.97% | 10 |
|
|
2021
Q3 | $4.02M | Buy |
28,426
+3,000
| +12% | +$424K | 1.46% | 18 |
|
|
2021
Q2 | $3.48M | Buy |
25,426
+100
| +0.4% | +$13.7K | 1.3% | 20 |
|
|
2021
Q1 | $3.09M | Sell |
25,326
-3,447
| -12% | -$421K | 1.28% | 22 |
|
|
2020
Q4 | $3.82M | Sell |
28,773
-1,393
| -5% | -$185K | 1.67% | 16 |
|
|
2020
Q3 | $3.49M | Sell |
30,166
-222
| -0.7% | -$25.7K | 1.73% | 15 |
|
|
2020
Q2 | $2.77M | Sell |
30,388
-1,680
| -5% | -$153K | 1.44% | 17 |
|
|
2020
Q1 | $2.04M | Buy |
32,068
+1,680
| +6% | +$107K | 1.22% | 23 |
|
|
2019
Q4 | $2.23M | Hold |
30,388
| – | – | 1.07% | 26 |
|
|
2019
Q3 | $1.7M | Sell |
30,388
-12,716
| -30% | -$712K | 0.87% | 33 |
|
|
2019
Q2 | $2.13M | Sell |
43,104
-1,660
| -4% | -$82.1K | 0.96% | 25 |
|
|
2019
Q1 | $2.13M | Buy |
44,764
+196
| +0.4% | +$9.31K | 1.66% | 15 |
|
|
2018
Q4 | $1.76M | Hold |
44,568
| – | – | 1.49% | 21 |
|
|
2018
Q3 | $2.52M | Sell |
44,568
-2,140
| -5% | -$121K | 1.87% | 13 |
|
|
2018
Q2 | $2.16M | Hold |
46,708
| – | – | 1.68% | 15 |
|
|
2018
Q1 | $1.96M | Buy |
46,708
+9,600
| +26% | +$403K | 1.53% | 15 |
|
|
2017
Q4 | $1.57M | Buy |
37,108
+644
| +2% | +$27.2K | 1.28% | 21 |
|
|
2017
Q3 | $1.41M | Buy |
36,464
+6,336
| +21% | +$244K | 1.17% | 27 |
|
|
2017
Q2 | $1.09M | Buy |
+30,128
| New | +$1.09M | 0.94% | 35 |
|